Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.4B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,585
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$818M
3
+$377M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$228M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$202M

Top Sells

1
+$1.23B
2
+$200M
3
+$95.8M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$70.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$55M

Sector Composition

1 Technology 3.06%
2 Financials 1.51%
3 Healthcare 1.3%
4 Consumer Discretionary 1.25%
5 Communication Services 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$80K ﹤0.01%
1,302
1802
$79K ﹤0.01%
2,630
+1,000
1803
$79K ﹤0.01%
2,751
-980
1804
$79K ﹤0.01%
3,234
-113
1805
$78K ﹤0.01%
5,797
-605
1806
$78K ﹤0.01%
25,978
+460
1807
$78K ﹤0.01%
1,100
1808
$78K ﹤0.01%
1,141
+489
1809
$78K ﹤0.01%
2,924
-695
1810
$78K ﹤0.01%
1,050
-50
1811
$78K ﹤0.01%
10,169
-1,331
1812
$78K ﹤0.01%
6,036
-1,429
1813
$78K ﹤0.01%
2,118
-2,514
1814
$78K ﹤0.01%
5,772
-7,558
1815
$77K ﹤0.01%
1,294
+72
1816
$77K ﹤0.01%
1,423
+181
1817
$77K ﹤0.01%
+2,347
1818
$77K ﹤0.01%
3,620
-1,042
1819
$77K ﹤0.01%
4,984
-829
1820
$76K ﹤0.01%
2,992
-964
1821
$76K ﹤0.01%
5,729
+96
1822
$76K ﹤0.01%
1,373
+285
1823
$76K ﹤0.01%
2,656
-832
1824
$76K ﹤0.01%
734
-877
1825
$76K ﹤0.01%
2,000
71 72
73
74 75